GivingFuel Switches to Double the Donation as Matching Gift Software Provider

GivingFuel Switches to Double the Donation as Matching Gift Software Provider

Double the Donation, the leading provider of matching gift and volunteer grant solutions to nonprofits, is excited to announce the integration of its 360MatchPro corporate matching gift solution with GivingFuel, a fundraising platform dedicated to ease-of-use, affordability, and nearly unlimited options for nonprofit organizations. 

“GivingFuel is dedicated to providing affordable, easy-to-use software with powerful fundraising tools, and 360MatchPro fits our mission perfectly,” says Justin Zoradi, President of GivingFuel. “Teaming up with Double the Donation allows us to create opportunities for nonprofits to raise more funds without putting in more effort, and that’s what we’re about.” 

360MatchPro enables nonprofits to take advantage of the underutilized matching gift space by providing their donors with an opportunity to search their company name, find their eligibility, and get their gift matched by their employer. The automated search tool maps donors’ entries to their employer and the 360MatchPro plugin provides a direct pipeline to the appropriate company gift matching request form. The entire process is automated, freeing up organizations’ time so they can dedicate their efforts to furthering their own missions and causes.

“Over 18 million individuals work for companies that have matching gift programs. But organizations see very little revenue from matching gifts because of how few of those 18 million individuals actually know about matching gift programs or how to take advantage of them,” says Adam Weigner, President at Double the Donation. “Closing the awareness gap allows nonprofits to receive all that revenue companies already set aside for them.”

GivingFuel has enhanced both functionality and customer experience by substituting the previous solution by Amply with the 360MatchPro solution by Double the Donation. With the new integrated solution, 360MatchPro and GivingFuel can double or even triple the value of donations made to nonprofits. 

Activate in Seconds and Start Raising More from Matching Gifts!

Activating the 360MatchPro tool within your GivingFuel forms is simple and quick, so you can get up and running with matching gifts in no time. Adding 360MatchPro functionality is as easy as selecting employer matching, entering your public API key, and choosing the location of your search tool. After that, you’re up and running with corporate gift matching–no complicated IT work required. 

Enter your public API key from your 360MatchPro account to link to your GivingFuel donation forms.

Once the 360MatchPro tool is live on your GivingFuel forms, donors will be able to search their company name and find their matching gift eligibility using the autocomplete search tool. Double the Donation found that a third of donors who are encouraged by the possibility of a match are more likely to donate a higher dollar amount–that’s why the 360MatchPro and GivingFuel integration follow up that eligibility discovery with a direct pipeline to donors’ company matching gift request forms from the confirmation page. Minimizing the steps a donor has to take to get their gift matched maximizes the probability of that match moving to completion!

Donors can find their company name with ease using the 360MatchPro autocomplete search tool on GivingFuel donation pages.

GivingFuel and 360MatchPro work together to make gift matching feel as natural as making an initial donation, allowing nonprofits to take advantage of the $4-7 billion dollars left on the table in matching gift revenue each year.

Drive Donations to Completion with 360MatchPro!

Corporate philanthropy can have an incredible impact on nonprofits, if those nonprofits are provided with effective and easy-to-use tools. By making the switch from Amply to Double the Donation, GivingFuel has made it possible for your nonprofit to see that impact with 360MatchPro’s powerful gift matching marketing tools. 

GivingFuel offers a simple, centralized, and secure way for your nonprofit to drive donations, and the 360MatchPro plugin follows suit with endless features designed to take the stress out of gift matching marketing.

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

 

These are the benefits of using 360MatchPro, the top matching gift software vendor for nonprofits.

Drive matches to completion so you can focus on what matters most to your organization.

Don’t wait on the opportunity to double your fundraising revenue with corporate gift matching—request a demo today to get started. 


About GivingFuel: One of the world’s simplest and most affordable donation platform, GivingFuel helps people and organizations fundraise to change the world. GivingFuel offers the ability to create beautiful donation pages plus tools like peer-to-peer, event registration, online ticketing, text-to-give, and donor management. Visit givingfuel.com for more. 

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more about Double the Donation, visit https://doublethedonation.com and request a demo at https://360matchpro.com/demo-request/

Firefly Partners Pairs with Double the Donation for Matching Gift Integrations

Firefly Partners Pairs with Double the Donation for Matching Gift Integrations

Firefly Partners is thrilled to announce its partnership with Double the Donation, the leading provider of matching gift software for nonprofits and educational institutions.

 

Double the Donation’s powerful gift matching tool, 360MatchPro, integrates with 50+ software platforms to allow nonprofits to harness its gift matching power. With Firefly Partners’ exceptional technological tools and design strategies, these implementations can stretch even further. Firefly Partners is able to insert the 360MatchPro streamlined search tool directly onto donation forms and confirmation pages of select fundraising platforms to capture donor employer information and drive gift matches to completion. This results in extra contributions at no additional cost to donors.

 

This partnership can help nonprofits take advantage of the estimated $4 to $7 billion in matching gifts that go unclaimed each year.

 

“Nonprofits can greatly increase their revenue through gift matching, and Double the Donation provides the best tools to do that,” said Jen Frazier, Founder and President of Firefly Partners. “These organizations do valuable work, and they deserve to take full advantage of the programs designed for them – and with Double the Donation, they can.”

 

360MatchPro efficiently identifies match-eligible donors during the donation process. Then, the software educates donors and provides easy methods to complete gift matching requests. This automated process gives nonprofits more time to focus on their mission instead of chasing company gift matches.

 

“Our gift matching tool is designed to grow nonprofit revenue in a simple and efficient way,” said Adam Weinger, President of Double the Donation. “Firefly Partners can implement this software so that more organizations will take advantage of the billions of dollars offered in matching gifts each year.”

 

This integration can address the lack of donor awareness that prevents gift matching completion. Once Firefly Partners implements the 360MatchPro tool onto an organization’s donation forms, their gift matching revenue is expected to double or even triple.

 

Activate in seconds and start raising more from matching gifts

Activate in Seconds and Start Raising More from Matching Gifts!

 

360MatchPro integrates seamlessly with a variety of platforms to increase gift matching revenue. Firefly Partners makes that setup process quick and easy. Simply contact Double the Donation to acquire a 360MatchPro account. Then, Firefly Partners can help you set up your 360MatchPro account with any number of tools already in your fundraising suite, such as Engaging Networks, EveryAction, and more.

 

When integrated into your online donation forms, 360MatchPro makes it quick and easy to identify where donors work and drive their matches to completion. A streamlined, auto-complete employer name search field gathers company matching gift eligibility on your donation page, while post-transaction messaging delivers the right matching gift forms to the right donors at the right time to increase your conversion rate.

 

360MatchPro search tool

 

360MatchPro users can also work with Firefly Partners to embed the Double the Donation matching gift program search tool on their website so that donors have even more opportunities to access their gift matching dollars.

 

drive more matches to completion with 360MatchPro

Drive More Matching Gifts to Completion with 360MatchPro!

 

360MatchPro does the fundraising work so that you don’t have to. This tool helps your organization:

 

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

 

This image lists the features of 360MatchPro alongside an increasing graph to represent growing revenue.

 

Ready to check it out? Schedule a personalized demo to learn how 360MatchPro can help your specific organization drive donations through company gift matching.


About Firefly Partners: Firefly Partners is a women-owned digital marketing agency delivering tailored solutions that help progressive nonprofits achieve their goals. They specialize in digital strategy and support, website design and development, email and fundraising campaigns, fundraising and CRM tool selection and upkeep, and analytics and optimization to tackle today’s biggest social challenges. To learn more, visit: https://fireflypartners.com/

 

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more visit https://360matchpro.com/demo-request/

Custom Donations Selects 360MatchPro by Double the Donation at Matching Gifts Software Provider

Custom Donations Selects 360MatchPro by Double the Donation as Matching Gifts Software Provider

Custom Donations and Double the Donation are thrilled to announce a new technical integration partnership. Through this unification, Custom Donation users can grow their gift matching revenue with 360MatchPro by Double the Donation, the leading provider of matching gift solutions to nonprofits and educational institutions.

Alongside Custom Donations donation tools, 360MatchPro automates the gift matching process and drives matching submissions to completion. The joint solution will help nonprofits take advantage of the $4-7 billion in matching gifts that go unclaimed each year.

“360MatchPro is an impressive gift matching tool that greatly simplifies the process,” said Michael Smith, Founder and CEO of Custom Donations. “Through their extensive gift matching research, Double the Donation is able to connect donors to their matching gift programs and help them to complete matching requests. At Custom Donations, we pride ourselves in creating easy software systems to increase revenue, and we are so excited to give our clients the opportunity to use the best gift matching software on the market.”

360MatchPro identifies gift matching opportunities directly from the donation form. Then, using automated outreach, it educates donors and provides them with easy methods to submit a matching gift request. This results in substantially higher matching gift revenue without unnecessary work for the organization or donor.

“Custom Donations provides impressive fundraising tools for their clients, and we are very happy to add gift matching to their list of features,” said Adam Weinger, President of Double the Donation. “Through our automated software system, organizations can expect to magnify gift matching revenue without chasing down matching gift requests. This will certainly help organizations take advantage of the billions of dollars in matching gifts that are missed out on every year.”

This integration is seamless and simple, and it can help close the donor awareness gap that causes organizations to miss out on matching gift contributions.

 

Activate in Seconds and Start Raising More From Matching Gifts

Activate in Seconds and Start Raising More From Matching Gifts!

360MatchPro works alongside Custom Donations to take your gift matching revenue to the next level. Follow along with these steps to learn about the simple setup process.

First, log on to your Custom Donations platform. Then, navigate to your “Account” page and scroll to the “Integrations” heading. Once you select “Double the Donation”, you can enter your account credentials.

 

Custom Donations - API Key Page

 

Then, toggle on the gift matching feature on your individual donation forms and voila! That is all that it takes to take advantage of employer gift matching!

Once this integration is enabled, you will see a search bar appear on your donation forms. This search bar is simple and streamlined, so it will not distract from the donor giving process.

 

Custom Donations - with 360MatchPro Tool

 

Donors can then search for their employer to discover their own gift matching program. As the user types, a drop down menu will appear giving company suggestions, making it unlikely that the donor will enter a misspelled or incorrect employer name.

After completing the form, the 360MatchPro tool scans an extensive database of matching gift programs to determine donor eligibility. With 20,000 company names, this source is the most comprehensive and up-to-date database of employer matching gift programs. It is consistently updated by a dedicated team of researchers who gather information from community relations departments, industry peers, matching gift program administrators and more to ensure accurate information.

The tool will send customizable emails to notify donors of their match-eligible status. These messages can be configured to contain important matching gift guidelines and direct links to matching gift submission pages.

This process is automated so you can save time while growing gift matching revenue, making this integration a match made in fundraising heaven.

 

Drive More Matches to Completion with 360MatchPro

Drive More Matching Gifts to Completion with 360MatchPro!

360MatchPro uses powerful tools to fuels your fundraising strategies.

With this solution you can:

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

This image displays the features of the software integration.

 

Ready to learn more or get started? Schedule a personalized demo to see how 360MatchPro can fit your organization’s needs and drive donations through company gift matching.


About Custom Donations: Build customized forms that embed directly and securely into your website so that you can accept directed giving, recurring gifts, allow donors to cover your fees and launch new forms with ease. This platform turns giving into a seamless, branded experience so that you can welcome ongoing donations with a swift and secure giving system that is completely tailored to the needs of your organization. This can all come from within your own website, so that you can retain donors without third party interference. To learn more, visit: https://www.customdonations.com/

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more visit https://360matchpro.com/demo-request/

Double the Donation Announces Updates to 360MatchPro by Double the Donation on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Double the Donation today announced it has updated 360MatchPro by Double the Donation on Salesforce AppExchange, providing customers new ways to increase their revenue from corporate matching gift programs. With the latest release, Version 1.1, any matching gift insights discovered by 360MatchPro along with company matching gift program guidelines can be viewed right from the related record within Salesforce. This update makes it easier to keep track of donor employment information and drive matches to completion, offering the potential to raise more matching gift revenue for nonprofit organizations and educational institutions.

Built on the Salesforce Platform, 360MatchPro by Double the Donation is currently available on AppExchange at https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FR4jnUAD&preview=%222020-01-09T20%3A55%3A13.000Z%22 

360MatchPro by Double the Donation 

The first matching gift automation platform on Salesforce AppExchange, 360MatchPro by Double the Donation helps nonprofits increase their matching gift revenue. Nonprofits who integrate their Salesforce instance with 360MatchPro by Double the Donation automatically assess the matching gift eligibility of their donors, then provides the right information to the right donors with custom emails based on match eligibility.

Comments on the News

  • “We’re proud to be releasing Version 1.1 of 360MatchPro by Double the Donation on Salesforce AppExchange less than a year after the initial version was released,” said Adam Weinger, President of Double the Donation. “The speed and quality of this app update reflects our dedication to listening and responding to client feedback with valuable product enhancements that have real revenue implications for nonprofits.”
  • We are excited that Double the Donation is continuing to innovate on AppExchange as they build improved solutions for nonprofits and educational institutions,” said Woodson Martin, GM of Salesforce AppExchange. “AppExchange is constantly evolving to meet the needs of our customers, and we love watching our partners evolve alongside us.”

Activate in Seconds and Start Raising More from Matching Gifts!

Combining Salesforce’s configurable data management with 360MatchPro’s leading technology in matching gifts, nonprofits can take advantage of matching gift optimization with an easy activation and quick, wholly customizable setup. 

Nonprofits can activate their 360MatchPro account by linking their Salesforce account to their 360MatchPro account and configuring their settings to meet their organizational needs. From there, it’s just a matter of identifying match eligible donors and leading them to submit a gift matching form with their employer.

Once the integration is active, 360MatchPro will begin pulling donation data from the Salesforce CRM to the 360MatchPro platform and identifying possible match eligible donors, and then returning that company data to the Salesforce Opportunity record. This develops actionable insights that help nonprofits see and pursue donation trends and other gift matching opportunities. And with Version 1.1, organizations can manage employer data and craft their matching gift strategy without ever leaving the Salesforce platform. 

360MatchPro also allows you to send automated email notifications to donors to determine eligibility and map donors to the appropriate matching gift application form based on their employer information. Organizations can fully customize the frequency, content, selectivity, and branding of these emails to best meet their fundraising needs. 

Drive More Matching Gifts to Completion with 360MatchPro!

The Salesforce AppExchange and 360MatchPro by Double the Donation integration opens the door to nonprofits to the world of corporate gift matching and gives them a chance to double or even triple their fundraising revenue using the automated outreach and employer data offered by the 360MatchPro tool. 

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

To get started driving matches to completion via Salesforce and 360MatchPro, request a demo today and see for yourself the difference gift matching can make for your organization!


About Salesforce AppExchange 

Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies to sell, service, market and engage in entirely new ways. With more than 4,500 solutions, 7.5 million customer installs and 90,000 peer reviews, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses.   

Additional Resources

Salesforce, AppExchange and others are among the trademarks of salesforce.com, inc.

About Double the Donation

Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more about Double the Donation, visit https://doublethedonation.com and request a demo at https://360matchpro.com/demo-request/ 

Learn about matching gifts for affiliates and chapters with Double the Donation!

Matching Gifts: A Complete Guide for Affiliates and Chapters

See how 360MatchPro can help you with matching gifts for affiliates and chapters.

Matching gifts are hard enough for grassroots and other small organizations to handle, but when you throw in a complex structure that includes several chapters, it becomes immensely more sophisticated—unless you consolidate the process!

In short, consolidating matching gifts involves all chapters or affiliates following a central strategy for securing and handling these funds. While full consolidation may not be feasible for all organizations, the more you can systematize the process, the better!

Here at Double the Donation, we’ve worked with thousands of nonprofits and have seen all different types of organizational structures. We’re familiar with the pros and cons of each when it comes to defining matching gift procedures and understand that it’s tough to find a perfect solution for every organization. Based on this experience and the conversations we’ve had, we strongly believe in centralizing matching gifts.

In this article, we’ll discuss the step-by-step process for standardization, the benefits of doing so, and common pain points (with actionable solutions!) many organizations that follow this model face. When leveraged correctly, these tips have the power to transform your fundraising strategy organization-wide.

Make the most of the information shared here to reflect on your organization’s performance and enhance your strategies. In no time, you’ll be well on your way to creating a foolproof and standardized strategy, sparking team-wide engagement, and securing more matching gifts.

We’ll take a closer look into the following:

  1. Consolidating the Process
  2. Common Barriers Affiliates Face and Actionable Solutions
  3. Benefits of Matching Gift Standardization
  4. Concluding Thoughts

Let’s dive in.

The first step to get matching gifts for affiliates and chapters is to consolidate the process.

Consolidating the Process

Step 1: Assess Your Current Situation.

Knowing where to start can be difficult—especially if you’re brand new to the limitless world of matching gifts. Before you can create an end-to-end solution customized to your nonprofit, you need to know exactly where you currently stand. That is, how does the process currently look for your nonprofit? Is it based on one common solution, or have you left each chapter to its own devices?

Part of getting matching gifts for affiliates and chapters is assessing your current situation.

Determining how your matching gift strategy is currently structured and how you’d like it to be structured early on is the key first step. 

Let’s take a look at 3 common approaches (plus an approach that combines elements of each), some considerations for each, and next steps to successfully implement an effective approach:

Considerations Next Steps
Fully Centralized
  • Robustness of National Office
  • A more consistent donor experience
  • Easier to create buy-in across the organization
  • Better visibility and reporting
  • Challenging for local staff to assist donors when they reach out
  • Local chapters lose visibility unless reporting is done well
  • Identify ownership.
  • Determine the model that best fits your organization.
  • Evaluate current processes and tools.
  • Create a process and timeline for transitioning.
  • Communicate changes and create staff buy-in.
  • Continue to improve the donor experience and drive matching gift revenue.
Centralized by Region
  • Continuity and coordination of Regional Offices
  • A more consistent donor experience
  • Easier to create buy-in across the organization
  • Better visibility and reporting
  • Challenging for local staff to assist donors when they reach out
  • Local chapters lose visibility unless reporting is done well
Fully Independent by Chapters
  • Staff is able to best accommodate individual requests or situations from staff members
  • Difficult to create a consistent donor experience across the organization
  • Difficult to create reporting that can be helpful for the whole organization
  • Ability to provide reporting for individual chapters only
  • Difficult to evaluate matching gifts as an organization

What works for one organization might not work for another. Choose an approach that suits your unique needs. It’s important to note that not every organization has a clear-cut approach. To create a strategy that’s tailored to your team’s needs, you might choose to take elements of each and blend them instead.

No matter your decision, your primary goal should be consolidation. Whether that’s on a national level or on a regional level largely depends on your organization’s needs. However, the more defined and centralized your process is, the less room there is for error and confusion.

Streamline the process across the board, and you’ll be well on your way to gaining organization-wide approval.

Step 2: Develop an Action Plan.

Here comes the most time-intensive part: creating an all-inclusive solution that works across the board, from your largest chapters to the smallest ones. 

Headquarters should align the process for affiliates. However, this may lead to some resistance if chapters feel as if they have no say in the matter. So that each affiliate feels as though its voice is heard, assemble a team of affiliate representatives and national representatives. Then, hold a video or phone conference to discuss an organization-wide process.

If you expect anyone to jump on board, you’ll need to plan it from end-to-end. Any gaps could lead to skepticism and doubt in the soundness of your proposed plan. Walk through each of the following questions so that you can create a solution that works across all chapters:

Questions to Ask Next Steps
Understanding Current Processes
  • Who is responsible for growing matching gift revenue at your organization? Is it an individual from headquarters, a combined team of individuals across the organization, or individuals at the affiliate level?
  • How will you grow your matching gift revenue as part of the standardization process?
  • What does your current matching gift process look like? Are there any examples you can follow internally?
  • What does a great matching gift donor persona look like for your organization?
  • Having a designated staff member who owns matching gifts increases the amount that staff members know about matching gifts, allowing you to quickly gain approval and secure matching gifts in a timely manner.
  • Create a matching gift process and follow that process to completion.
  • Look at your current matching gift process and find the drop off for matches so that you can improve those issues.
  • Identify your top and ideal matching gift companies, and work towards creating a donor base of employees who work at those businesses. 
Putting a Team in Place
  • How many staff members will you need for matching gifts? Does this include part-time employees, full-time employees, seasonal employees, or a combination?
  • Who will handle the transition and management of portals?
  • Who will answer donor questions for matching gifts? Will this be centralized or at the chapter level? Will your donor support team be involved in any way? 
  • Find out the volume of matching gifts you have, and base your team on the volume.
  • Pick one team to maintain and handle all portals. Then, have every chapter/affiliate send all portal information to the designated team.
  • Decide what best works for your team. Having a centralized support team ensures the process that’s been laid out will not vary.
Optimizing the Lifecycle
  • Who will handle the verification process for matches?
  • What will the transition process look like?
  • The verification process should be handled by one team—ideally the support team.
  • Centralize your matching gift process. Having one location handle all things matching gifts ensures the process is consistently driven to completion.
Operational Processes
  • What will be the organization-wide revenue goal? If you’re unsure of how much you’re currently raising through matching gifts, your first goal should be to capture that data so you can accurately measure your matching gift growth.  
  • What about individual chapters’ revenue goals? Are the chapter goals set by nationals or each chapter?
  • What does a great matching gift donor persona look like for your organization?
  • Similarly, what does a great matching gift company look like for your organization?
  • Find out the total amount raised in matching gifts for the previous year and improve from there.
  • Find out your organization’s process for revenue goals, whether that’s chapter-based or at the national level.
  • Set goals for what percentage of matching gifts your organization would like to obtain.

Once you’ve solidified the plan from end to end, lay it out in front of your affiliates. The more information you provide them, the better. This makes for a wider chance that each chapter will adopt the new processes.

Step 3: Continue the Conversation.

Each of your chapters or affiliates has successfully adopted the new procedures. Wonderful! 

The conversation doesn’t have to stop just because you’ve fixed the process, though. In fact, once you’ve standardized the process, that’s when you can facilitate strategic conversations about matching gifts. From here, you can grow your strategy to new heights and focus it more on your mission!

To maintain an open line of communication, meet with your team of representatives on a regular basis. Keep the table open for discussion by welcoming new ideas. Initiate an effective conversation by coming prepared with potential topic ideas, including:

  • Reviewing and improving the donor journey
  • Optimizing portals and portal management
  • Creating consistent training for staff and fundraisers

From here, determine how you can quicken the process and maximize efficiency. As you learn what works best, you can refine your strategies and streamline the process even further. Whatever you do, don’t stop discussing matching gifts

Learn the problems and solutions that solution matching gifts for affiliates and chapters.

Common Barriers Affiliates Face and Solutions

While each chapter or affiliate may have its own set of unique challenges, there are several common pain points that most encounter. Instead of going in blindly, take time to read up on them now, so you can face them with confidence as they arise.

A common problem with matching gifts for affiliates and chapters is an inconsistent donor experience.Problem: Inconsistent Donor Experience 

Arguably, the most significant barrier affiliates face is an inconsistent donor experience across the entire organization.

From varying donation forms to different corporate giving vendors to a lack of internal matching gift support, the donor experience can vary widely from chapter to chapter and across the organization as a whole. Overall, this creates a fractured donor experience across the nonprofit. 

What it all boils down to is that if donors have a difficult time submitting their donations (and therefore their matches), then they may not donate or submit matches in the future—or even finish submitting their initial contribution in the first place. 

Primary Solution: Ensure Identification and Follow-Up.

With centralized matching gift procedures, you’ll need to ensure that individual chapters and affiliates are following through with proper identification and follow-up communications. Set clear guidelines. Then, employ the use of software to streamline the process and make sure no opportunities are missed. The right software will automatically identify match-eligible individuals and conduct the necessary follow-up. 

From here, you’ll also want to designate an employee (or even a team) to handle all donor-related matching gift questions. Ensure your staff is well-versed on matching gifts prior to sending them out in the field so that your efforts don’t go to waste. Matching gift knowledge enables staff to facilitate conversations with donors and to create deeper, long-lasting relationships with them.

Secondary Solution: Improve Back-End Processes.

Regardless of how proficient you may be in matching gifts, software can aid your team and streamline the process further. With features like automated match identification via email domain screening, no match-eligible donor will get swept under the rug. It can do the legwork for you by guiding donors through the process and minimizing confusability.

By making sure that the back-end process is taken care of, donors won’t get frustrated, making it substantially easier to drive their matches to completion and keep them around.

A common problem with matching gifts for affiliates and chapters is infrastructure limitations.Problem: Infrastructure Limitations

While infrastructure works to expand your mission and reach new audiences, it can put limitations on matching gift standardization. Chances are, there hasn’t been anyone who’s taken ownership of outlining the struggles your organization faces. Ultimately, not tightening up your strategy allows things to fall through the cracks.

On that same note, organizations often see a lot of turnover in the markets. Staffing changes are inevitable. However, this can be a major hindrance to consolidation and matching gifts as a whole. 

Solution: Align the Process for Affiliates.

Start by appointing someone to keep your organization on track from a compliance standpoint. Do you have an affiliate who has a great process for matching gifts? If so, bring them to the table and help them share their knowledge across your organization. 

Once an owner is selected, chapters or affiliates may need leadership to define the process for them. You can choose to follow the affiliate’s process or create a more holistic approach across the organization. In any case, designate specific individuals to head the process at each chapter, and outline the role from end-to-end. 

Specifically, you’ll need to define each candidate’s responsibilities and give them the resources they need to complete the job. For instance, you may consider creating templates for common questions donors may ask. This way, you can ensure they’re properly trained and well-prepared. Ultimately, this gives each chapter a matching gift professional instead of requiring every single team member to master the process.

On the staff turnover front, you’ll need to ensure ownership is crystal clear in order to combat it. In the event those who are trained leave the organization, you’ll need to have a set plan in place. When staff members do leave, make sure they create comprehensive instructions and information for their successor. It’s important to have a clear process for where login information should be stored and to ensure outstanding donor communication gets completed. 

A common problem with matching gifts for affiliates and chapters is getting everyone on board.Problem: Getting Everyone on Board

All too often, a nonprofit’s national headquarters struggles to get the entire team on board with any organization-wide solutions. With matching gifts in particular, headquarters usually faces a lack of focus among staff members. 

Team members also must balance competing priorities, making it difficult to determine where matching gifts fall. Worst of all, organizations often face staff members who have a lack of motivation to learn based on how seemingly difficult matching gifts may seem from a beginner’s perspective.

However, if you want to secure every last matching gift dollar possible, you need everyone on board to the fullest extent.

Solution: Frame Standardization in a Positive Light.

Culture flows from the top to the bottom. To inculcate a healthy culture of matching gifts, it’s imperative that the top management complies. If the top management is on the same page, it’ll make it easier to execute the solution organization-wide. The idea of consolidation can be sold to top management by highlighting its key benefits. To strengthen your pitch, show how the returns on efforts outweigh the investment. 

Then, when proposing the resolution to chapters and affiliates, do the same by covering chapter-specific benefits. Harp on the positives so you can spark motivation. For starters, instead of telling them they’re losing access to portals, frame it so that chapters see they’ll save hours of work (so long as it’s handled at the national level). Do the legwork for them, so they’ll be much more likely to comply.

Learn about the benefits of standardization of matching gifts for affiliates and chapters.

Benefits of Matching Gift Standardization

While we’ve touched on the benefits of matching gift consolidation, let’s look at them more in-depth. If you’re struggling to get buy-in from each chapter, you can leverage these benefits to create a case for support and convey the true impact of standardization!

Increased Revenue from Matching Gifts

Matching gifts in and of themselves are wonderful revenue sources. But what if you could boost these funds even further?

Consolidation can lead to a bump in revenue as more consistent processes are put in place. Instead of leaving chapters to their own devices, organization-wide strategies ensure that no opportunities are missed. For instance, matching identification and screening becomes easier with consistent data. You’ll more easily identify top donors and companies as well as outstanding matches. With streamlined processes, your staff may have additional time to follow up on these matches to help drive them to completion.

Plus, streamlining the process enables chapters to set aspirational goals beyond what they could’ve originally imagined. Defining goals sparks motivation and gives affiliates something to work toward. Then, when matching gifts start to hit their revenue line, that’s when affiliates and chapters truly get excited and start promoting them, boosting revenue even further! Once you have that enthusiasm, help staff determine the best ways to promote matching gifts to continue to create a consistent donor experience.

In short, the quicker the process is and the more matches you identify, the more revenue each chapter can secure!

Improved Donor Engagement

With your understanding of corporate philanthropy, you likely recognize that matching gifts are a great donor engagement tool. After all, these programs can potentially double (sometimes even triple) the gifts your donors are already making without making them reach back into their wallets. 

Some chapters may focus on matching gifts, while others may be more focused on different revenue streams. Rocky, inconsistent processes from chapter to chapter can interrupt the donor experience, though.

Defining and consolidating the back-end processes at headquarters enables you to avoid this altogether. For one, the donor experience is more consistent across the board, as previously touched on. By designating an individual or a team per organization to handle all matching-gift-related inquiries, donors will have a central resource for all their questions. 

You can also create follow-up processes to drive additional matches to completion. Ultimately, this helps donors to complete the process with minimal hassle and enables your organization to form much more meaningful relationships with them.

Financial Tracking 

Financial tracking and reconciliation across an entire organization are challenging without a standardized process. By centralizing all the financial work at headquarters, you ensure data is consistent and much easier to handle. Walk through these questions to solidify your financial tracking methods:

Questions to Ask Considerations
Bookkeeping
  • How will you handle anonymous matches?
  • How will you record offline donations from third party vendors?
  • Will anonymous donation matches be allocated to a chapter or a national bucket?
  • Are payroll donations and matches from the company being placed into your system?  
Crediting
  • Do you have a separate line item for matching gifts, or are matches included in budgets for other areas?
  • Will you credit matches for fundraising credit? If so, when will you credit donors?
  • How should reallocations occur?
  • Where should funds be disbursed (affiliates or nationals)?
  • How will matches impact bookkeeping and fundraising goals?
  • Are you able to credit matches for fundraising credit? Will you trust and verify, or will you trust exclusively to extend credit?
  • Does reallocation of matching funds work for your organization? If so, where in the matching gift process does this happen?
  • Will having a centralized matching gift process help with reallocation, or will it create additional work? Consider how matches are recorded.
Financial Goal
  • Do affiliates have matching gift goals?
  • Do individual staff have matching gift goals?
  • What is your matching gift revenue increased year over year?
  • How will setting a matching gift goal affect affiliates?
  • What benefit will come from staff trying to meet individual goals? Are there pitfalls to creating individual matching gift goals?
  • Has there been an increase in matching gifts? If so, what contributed to that increase? Consider your reporting abilities and any gaps.

Regardless of your approach, consolidating the financial tracking process enables you to go above and beyond your revenue goals, which makes it a crucial point to leverage when creating buy-in.

These are our concluding thoughts on matching gifts for affiliates and chapters.

Concluding Thoughts

There’s no magical formula for matching gifts, but consolidation in addition to other best practices certainly has something to do with it. Without smart processes in place, we often find it difficult to move beyond day-to-day operations and start executing long-term solutions. However, having the proper organization in place can mean the difference between being a nonprofit that thrives with matching gifts and one that simply survives.

Remember, success is defined by your ability to learn from past mistakes, grow, and move forward with bulletproof strategies. Start by analyzing your current situation and defining a plan for where you’d like to be. Then, by keeping the conversation going, you can consolidate the process further, focus on tying in your mission, and maximize matching gifts throughout your entire organization—no matter how many chapters you have.

Overall, standardization is truly a culture change. It requires complete buy-in and a general passion for matching gifts. These suggestions serve as a great start for accomplishing this. They’re an opportunity to see where your matching gift process is—and more importantly—where it could be if leaders use these insights to their advantage when consolidating the process. 

We hope that you’ll take these insightful suggestions with you and attempt to incorporate them into your strategies. By doing so, you’ll streamline and simplify the process for both chapters and donors, which will ultimately lead to stronger support and a boost in matching gifts overall. Best of luck!

About Double the Donation

At Double the Donation, our mission is to help nonprofits increase fundraising from corporate giving programs. Our services make receiving matching gifts and volunteer grants quick and easy. By partnering with our expert team, nonprofit organizations can focus on what’s truly important: serving their core missions—whether that’s education, community enrichment, scientific research, or charitable giving. 

Regardless of your mission, our team of professionals and our robust matching gift platform will help you consolidate and streamline the process from start to finish.

Author: Adam Weinger

Adam Weinger is one of the leading experts on corporate giving programs.

He’s the president of Double the Donation, a company that helps organizations raise more money from employee matching gift and volunteer grant programs. The company partners with nonprofits of all shapes and sizes, including arts and cultural organizations, hospitals, educational institutions, and community-based organizations.

See how 360MatchPro can help you with matching gifts for affiliates and chapters.

Learn how to improve the donor journey with matching gifts and Double the Donation!

Improving the Donor Journey with Matching Gifts

See how 360MatchPro can improve the donor journey with matching gifts!

Matching gifts have the power to transform your nonprofit’s fundraising strategy, whether you’re just getting started with fundraising or you’re already well-established in the space. They’re a great way to boost funds and spark donor engagement. After all, why wouldn’t donors want to double or even triple their philanthropic impact without reaching back into their own pockets? 

Well, to start, donors face seemingly insurmountable barriers, which can substantially demotivate them. Commonly, donors encounter a general lack of knowledge. This often includes figuring out where they can find their employers’ guidelines and how they can determine their eligibility from there. These obstacles become considerably more challenging if your staff doesn’t have the necessary matching gift knowledge to fill in the gaps for donors (or simply doesn’t make a conscious effort in promoting the opportunity).

Overall, the answer is simple: nonprofits don’t optimize the entire donor experience. 

Often, nonprofits focus only on the processing side of the donor experience, not the donor journey itself. However, the journey plays a major role in whether or not you secure the match. Even if it does expand their impact, why would a donor go through the hassle of completing a match if they have to blindly navigate the process with little-to-no guidance?

In order to ignite motivation in match-eligible donors, you need to get rid of the outside perspective and focus on their point of view. That is, what does their journey look like? Do they understand the matching gift process? Is your nonprofit giving them all the resources they need to complete their matches, or are they unsure of what all they need to do? 

These are the questions your nonprofit should already be thinking about, and if you’re not, it’s about time you do.

In this guide, we’ll take a look at how exactly you can improve the donor journey with matching gifts. Prioritizing their experience is the only surefire way to secure the maximum amount of matches possible, after all. By making sure your donors feel valued, they’ll be much more motivated to complete the match process.

From the initial donation to follow-up, your team needs to streamline the donor journey with matching gifts. Doing so is crucial to fulfilling your matching gift potential. In this article, we’ll cover the exact steps for accomplishing this. Together, we’ll create a bulletproof plan for securing your portion of the $4-7 billion in matching gift funds that goes unclaimed each year.

Here’s a strategic guide for creating a positive experience for matching gift donors:

  1. Step 1: A Donor Makes a Gift
  2. Step 2: The Nonprofit Conducts Outreach
  3. Step 3: The Match is Verified
  4. Step 4: Define the Post Matching Gift Process
  5. Bonus: Assessing Your Organization’s Donor Experience
  6. Concluding Thoughts

Improving the donor journey involves understanding the matching gift lifecycle.

Let’s get started!

Step 1 to improving the donor journey involves the donor making a gift.

Donor Journey Step 1: A Donor Makes a Gift.

The moment a prospect decides to make a philanthropic impact on your cause is the moment the donor journey begins. Neglecting to take charge of matching gifts from the start creates poor motivation for the rest of the process for everyone involved.

To learn how to effectively build up (and maintain) donors’ momentum, let’s dive into the immediate next steps for your team to take after a gift is made.

Consider the Online and Offline Donation Processes

Organizations of all sizes have multiple revenue streams. Each comes with a unique experience, but overall, each donation method can be divided into two main categories: online and offline. 

For your team to be well-equipped in guiding donors through the matching gift process, you’ll need to understand each perspective in full. Let’s take a look at the process flow for an online match-eligible donor compared to that of an offline match-eligible donor. We’ll provide some key takeaways below.

This is the process for improving the online donor journey.


This is the process flow for improving the offline donor journey.

These processes are somewhat complex, so let’s take a look at a few crucial takeaways:

  • During the online experience, the donor is prompted to research their eligibility at the time of making a donation.
  • The offline experience requires manual data entry in your CRM, while employer data flows automatically into Double the Donation’s tools.
  • In both processes, Double the Donation’s tools streamline the research process and provide you with unique outreach strategies.

While most online donations occur through your digital donation form, there are several avenues which offline donors use to contribute. Because of this, you should be prepared with an actionable plan for efficiently incorporating matching gifts in your existing offline processes. For instance, your team may want to:

  • Create inserts for your direct mail campaigns.
  • Highlight matching gifts in major and planned giving conversations.
  • Provide a knowledgeable team member’s contact information when hosting in-person fundraisers like text-to-give campaigns.

While the bulk of your donations may come from online avenues, offline support is just as crucial to your organization’s success. By doing everything you can to increase awareness among all donors, you’ll be much more likely to secure the support you need.

Determine Eligibility

Considering that 84% of donors say they’re more likely to donate if a match is offered, donors should be able to research their eligibility prior to hitting submit. If you’ve invested in an employer search tool like Double the Donation, your donation process is an opportune momentum to make use of it. After all, making a gift is when donor engagement is at its peak, so you’ll want to do everything you can to proactively market matching gifts at this time.

As soon as your donor submits a donation, they should be greeted with more helpful resources to determine their eligibility. This could be anything from a helpful overview of matching gift programs to step-by-step instructions. Simply updating the confirmation screen to reference matching gifts can drive results for your team. Take a look at this example from the Cat Rescue Club:

Here's an example of how to use resources to improve the donor journey with matching gifts.

Without a dedicated tool directly embedded in your website, donors will be forced to research their employers’ match programs on their own. Ultimately, this will only send them away from your site which interrupts the donation process. This can be detrimental, because prospects are much more likely to get distracted and forget about completing their donation. Plus, locating guidelines can be a hassle for donors, leaving them frustrated if they’re not given some sort of guidance. 

To help, add a streamlined search tool on the donation form and then also present all the forms, guidelines, and instructions post-donation. By giving them exactly what they need to research their eligibility, they’ll be much more likely to do so. 

Here's another example of how to use resources to improve the donor journey with matching gifts.

Donors who are unsure of the matching gift process altogether may need a bit more guidance. That is, your team may need to determine their eligibility for them. Smaller organizations may benefit from researching with a dedicated search tool, but researching every donor’s eligibility may be out of reach for many nonprofits. This is where email domain screening comes in handy. 

With the assistance of a robust matching gift platform, your data will flow seamlessly into your match identification system the moment a donor submits their gift. Take this data and use it to evolve your follow-up messaging. For instance, you can screen donors based on email domains to identify more match-eligible donors. This can result in a 1% increase in total revenue

Then, streamline the process even further with automation, so no matching gift prospects go unnoticed. Offline donations will still need to be put in manually, but the less manual labor, the better!

Especially for larger organizations, automated identification can substantially boost your efforts and ensure that you’re cultivating relationships with all match-eligible donors, regardless of how they donated. Take the Leukemia & Lymphoma Society for example. With 360MatchPro by Double the Donation, they’ve grown their matching gift revenue by over $3.4 million!

Step 2 to improving the donor journey with matching gifts is conducting outreach.

Donor Journey Step 2: The Nonprofit Conducts Outreach.

In the nonprofit sector, time means everything. To maximize the use of your team’s time, create guidelines surrounding which donors receive what outreach at what time. Here’s what we suggest for each (and remember to adjust based on your organization’s needs).

Follow-Up Emails

Thanks to robust matching gift tools, email outreach is automated. In other words, every single one of your donors should be receiving follow up emails encouraging them to research their eligibility.

Set up a consistent follow-up schedule to let donors know you truly care about them completing the process. So you can understand the type of schedule your team should implement, let’s take a look at 360MatchPro’s automated follow-up procedures:

  1. Donors whose eligibility cannot be determined are sent an email prompting them to search their employer using the search tool. Our automated emails have a tracking code that captures the search results and updates your database. Donors in this category receive one follow-up email.
  2. Donors who are identified via the search tool or via email screening receive three reminder emails. By default, these emails are sent out:
    1. Immediately after the donation is made
    2. 3 days after the donation is made
    3. One month after the donation is made

By implementing some sort of follow-up schedule like the one indicated above, your team will effectively show your match-eligible donors how much you appreciate their additional support. If you don’t have software that tracks this information, determine which segment of your donor base would best benefit from follow-up messaging based on existing data and available team time. 

For the best results, send a dedicated email that clearly highlights that a donor’s gift may be eligible to be doubled. Keep in mind that a simple reminder can go a long way when it comes to cultivation. Take a look at this eye-catching email from the Cat Rescue Club:

Here's an email that helps improve the donor journey with matching gifts.

Phone Calls

Human-to-human interaction is more meaningful than an email. With this type of outreach, you should be more selective. It takes only a few minutes to type up an email (and no time at all with an automated reminder system), but a phone call will take up several minutes of your team’s time—several minutes that could be better spent cultivating relationships with high-value matching gift donors. 

To narrow down your list, only call those who are strong prospects. Doing this enables your team to:

  • Communicate on a deeper level and develop relationships with high-value donors.
  • Provide assistance to those who may be confused about the matching gift process.
  • Conduct quick follow-up with donors who are much more likely to submit matches.

As you get started, you may wonder how exactly to determine which donors your team should reach out to and which should only receive automated communications. To aid in the selection process, create criteria such as the following:

  • Minimum donation amount. What do you consider to be the minimum valuable donation amount to follow up on? Many organizations set a minimum donation of $50 before they reach out, but this varies widely from organization to organization. Either choose to set this minimum based on the donation amount or the match amount since different employers offer different match ratios.
  • Donor Eligibility. Are you able to determine if their employer offers a matching gift program? Further, are they eligible for their employer’s program? If not, it may not be worth your organization’s time to chase the match.
  • Nonprofit Eligibility. Is your nonprofit eligible for the employer’s program? If not, take note for future reference and spend time cultivating other strong match-eligible prospects. This way, you don’t waste time reaching out to donors whose employers won’t match donations made to your organization.

So that you have an actionable example to follow, let’s look into some sample data from the Leukemia & Lymphoma Society. They set specific requirements for reaching out via phone call, which included a minimum donation amount and the organization’s eligibility for employers’ matching gift programs.

After applying a $250 minimum threshold to all donations, their list of 2,300 donors was brought down to 240. After applying some additional criteria concerning their organization’s eligibility, the number of potential match-eligible donations was brought down to 217. In other words, they reached out to a fraction of the original donors by locating their top available matches and ensuring they didn’t spend time chasing nonexistent opportunities.

Once you’ve put criteria like that in place, your team will need to prepare for the outbound calls. A script is a fantastic way to accomplish this! If you’re already doing follow-up outreach to select donors, it could be as easy as asking them if they have any questions about the matching gift process. A simple question may be all you need to initiate a conversation with some donors!

While all matching gift donors are important, it can be worthwhile going the extra mile to express appreciation to those who contribute substantially more than others.

Step 3 to improving the donor journey with matching gifts is verifying the match.

Donor Journey Step 3: The Match is Verified.

While the most challenging part of securing matching gift funds is encouraging donors to complete the process, don’t forget about your nonprofit’s role. After a donor completes a matching gift request, a substantial portion of the responsibility is shifted over to your team. 

It’s up to you to drive the verification process to completion, so your donors’ hard work to submit their matches doesn’t go to waste.

This may seem like a simple step. After all, all your team needs to do is tell the company, “Yes, your employee did in fact make a donation to our organization, and we meet your company’s eligibility requirements.” However, verification is easier said than done.

Whether it’s managing thousands of portal logins or allocating matches back to donors, the verification process can be tricky. However, it’s a vital step in the match process, and if your team doesn’t understand it in full, it can disrupt the process for donors. Ultimately, this may mean the difference in whether or not you actually secure the funds. 

If you don’t have set processes in place around matching gift verification, it might be time to consider creating some. Streamlining your verification process means you’ll be able to verify gifts more quickly, which creates a better overall donor experience.

A great place to start is by familiarizing yourself with the corporate giving platforms you may encounter during verification. Many companies outsource their matching gift programs to these third-party software providers. There are about 10 major corporate giving platforms that work with corporations, and organizations must use these portals to verify the donations and disbursement of funds. 

Since you’ll be dealing directly with these vendors, it’s important to understand the requirements for each. Let’s take a closer look at 3 of the most widely-used platforms:

Familiarize yourself with these widely used platforms so you can improve the donor journey with matching gifts.

While this part of the process depends substantially on your team, there is a way you can improve the donor’s perspective. You should give them every piece of information and form they need, whether that’s through helpful resources or through one-on-one conversations.

Make sure your team is up-to-speed on the guidelines for each major vendor. Your dedicated matching gift page can be as much of a resource for staff as it is for donors—especially if you have a search tool at your disposal. For one, this ensures you won’t overlook a single matching gift dollar. It also enables you to quickly answer donors’ questions about these systems as they arise. When your team can help them navigate any obstacles they’ve encountered, they won’t feel as though they’ve been left to fend for themselves.

Whatever you do, do not forget to verify the gift. This is the final step before receiving a check, and the last thing you want to do is slip up and miss out on the match! Fortunately, more and more companies are moving to matching gift processes that don’t require nonprofit verification!

Best Practice: Present matching gift information immediately after a donation is made on the donation confirmation screen and via separate matching gift email.

Step 4 of improving the donor journey is determining the post matching gift process.

Donor Journey Step 4: Define the Post Matching Gift Process.

So you’ve secured the match and received the check. Great! The process doesn’t end here though. Remember, it’s a lifecycle, so it’s an ongoing process. 

You’ve done all you can to streamline the process for matching gift donors, and they’ll appreciate it. However, you need to stay front of mind if you plan on continuing to secure these funds. Cultivation is the final piece to the puzzle, so don’t leave it up to chance. Instead, define the post matching gift process for your organization. 

While the key is revenue growth, defining your post matching gift process can take your strategies to the next level. It’s important to note that this is entirely optional but can prove beneficial over time. 

Whether post-matching-gift outreach is done upon verification or after the check is received differs between organizations and depends on your unique needs. Define the optimal time for your organization, so you’ll be consistent and not let anything fall through the cracks. Let’s take a look at a few common elements of any effective post matching gift strategy.

Thank Your Donors.

This should go without saying, but it bears repeating: always thank your donors—especially your matching gift donors!

Today’s technology enables automated communication, meaning your team doesn’t have to do anything more than customize a template to express gratitude for a match. For your high-value matching gift donors, you’ll want to manually reach out to say thank you though. After all, nothing replaces the authenticity of personalized outreach.

Every dollar counts, but manual outreach for all matching gift donors simply isn’t feasible for most organizations. What constitutes a high-value matching gift donor varies from organization to organization, so you’ll first need to determine the threshold for your nonprofit, whether it’s $50, $500, or $5,000. This will make it much easier to organize communications and determine which matching gift donors will receive manual outreach and which will receive automated emails.

Outreach for high-level donors could come from the Executive Direct (ED), a Director of Development or relevant program the donor contributed to, a Board member, or other senior leadership staff. The acknowledgments they could use to effectively convey gratitude may include:

  • Handwritten Letters
  • Personalized Emails
  • Phone Calls
  • Postcards

Depending on your team’s processes and availability, you could all go out or select a combination of a couple acknowledgement techniques.

In any case, remember that people want to be thanked in the way they gave. Whether it’s through direct mail or online, make sure to proactively contact them the same way they donated. They’ll recognize and appreciate the fact that you’re taking their preferences into account.

Send Well-Timed Solicitation.

Sending matching gift solicitation during special dates often produces results. Well-timed communication can serve as a simple yet powerful reminder for many donors.

To help determine the best dates for your organization, keep in mind that matching gift deadlines usually fall under one of two types:

  1. Within a set number of months — A company may choose to stipulate how many months it will fulfill a match up to. For instance, this could be 3, 6, or even 12 months following the initial donation.
  2. By the end of the calendar year — Employees must submit their match request within the same calendar year that the donation is made. Some companies may offer an extended grace period of one or two months.

At Double the Donation, we recommend that you conduct this outreach as soon as possible. Around 95% of our clients send the first matching gift message within 24 hours, then follow-up within 7 days. Automating communication and follow-up in a timely manner is crucial.

An additional period to conduct outreach is toward the end of the year. Many company submission deadlines are around this time, and creating a dedicated strategy for mass outreach can encourage donors to submit their requests. 

This is an optimal time to connect with donors, and 360MatchPro makes it easy to send simple (yet effective) reminders with the end-of-year email stream. When you enable the automated stream, one end-of-year email will be sent to donors who fulfill the following criteria:

  1. The donor identified that they work for a company with a matching gift program.
  2. The donor hasn’t identified that they’ve submitted a matching gift request.
  3. The donation was made between January 1st and November 30th of the current year.

Best of all, it honors the email blacklist, sending limits, and company exclusions. All you need to do is enable it and select a date for the emails to be triggered. This eliminates the need for manual outreach and delivers value directly to match-eligible donors.

Use automated emails to improve the donor journey with matching gifts.

Bonus Idea: To hone in on your high-value donors, ask your matching gift coordinator to focus on your top 25 matching gift opportunities. Then, conduct targeted outbound calling in order to launch you toward your year-end goals. Remember, a simple reminder can go a long way.

Time permitted, you can expand your organization-wide solicitation beyond year-end. Consider other events, drives, or funds your organization has throughout the year. Then, try adding matching gift language prior to, during, or after these events as well. 

When experimenting, if you see a lift using one particular tactic, this might incentivize your team to put out solicitations during other key times.

Another way to improve the donor journey with matching gifts is to assess your organization's donor experience.

Bonus: Assessing Your Organization’s Donor Experience

So you’ve outlined your entire donor journey. You’re pretty confident that the experience is positive and effectively encourages matching gift donors to submit matches again, but how do you know for sure?

Determining where there’s dropoff in the process can point to areas of improvement in the donor journey. Let’s take a look at a few actionable steps for doing so, so your team can easily refine the donor journey with matching gifts.

Designate a Matching Gift Owner at Your Organization.

If you haven’t already designated a staff member who owns matching gifts, consider assigning one to take care of all your organization’s matching gift needs. 

This individual should be in charge of the entire process, including all outreach. Task them with conducting appropriate follow up and gathering feedback. Once they’ve gathered this input, don’t just let that information sit there! Do something with it! 

Having someone responsible for this enables you to act on the feedback your donors provide, and implementing the suggested changes conveys to matching gift donors that your team values them.

Best Practice: Not only should this individual be fully educated on the matching gift process, but they should also understand how to navigate your matching gift database and automation tools.

Assess Your Website’s Matching Gift Visibility.

Online fundraising is ever-growing and is increasingly important for nonprofits across the board. In other words, your website serves as a fantastic resource for promoting matching gifts!

Attempt to take the view of the average user who may be curious about matching gifts. Then, walk through your website. Specifically, you’ll want to assess the degree of matching gift visibility by asking yourself the following questions:

  • Do you have a dedicated matching gift page?
  • Is your matching gift page visible in your navigation?
  • Is your matching gift page easily found via the search feature?
  • Do you have information about matching gifts on your Ways to Give page?
  • Do you have a matching gift search tool embedded above the fold on your matching gift page?
  • Are you giving donors step-by-step instructions for completing their match requests?

By increasing visibility across your website, you’ll increase awareness as a whole and improve the likelihood that match-eligible donors will complete their matches.

Best Practice: If you’re unsure of where to start in this process, go through the above steps for other organizations’ websites. Compare their matching gift visibility with yours, so you can refine your strategy and improve the donor journey all-around.

Assess Your Online and Offline Donation Process.

To take your assessment one step further, walk through your donation process step by step. When reviewing your online donation process, answer these questions:

  • Are you mentioning matching gifts in your direct mail outreach?
  • Are you providing links to your dedicated matching gift page?
  • Are you capturing or asking for employer information for offline donations?
  • Are you following up with donors via email?
  • Are you conducting personalized outreach via phone?

Once you’ve optimized your offline donation process, shift your focus to the online donation process. Specifically, you’ll need to answer the following key questions:

  • Is your matching gift tool embedded in your donation page?
  • Do you provide your matching gift search tool post-transaction?
  • Are you capturing and storing matching gifts based on donor records captured via your search tool?
  • Are you following up with donors via email?
  • Are you conducting personalized outreach via phone to any of your donors?

Best Practice: Nearly half of all nonprofit website traffic comes from mobile and tablet users. Because of this, you’ll want to consider the matching gift process for mobile donors. How much information do they have to rifle through to complete the process? To start, limit text and images on matching gift appeals as much as possible without sacrificing value.

These are our concluding thoughts on how to improve the donor journey with matching gifts.

Concluding Thoughts

We hope that you’ve found the information within this guide insightful and helpful for improving your nonprofit’s donor journey. Whether or not your matching gift donor’s experience is positive or negative can be the defining factor in whether or not you secure future matches. In fact, it may even determine if you ever receive a matching gift in the first place.

Creating a positive experience is easier said than done, though. It takes a full understanding of the matching gift process from start to finish and requires you to put yourself in your donor’s shoes. From the moment someone makes a gift to the moment you follow up, your team must proactively prioritize and improve the donor experience.

Above all, remember that donors are the backbone of your organization. If you want to keep them around, you need to do everything you can to optimize their time and support. By leveraging the tips presented in this guide, you’ll be off to a great start! 

From here, consider these actionable next steps to take back to your team:

Step 1: Consider your current donation processes.

Step 2: Talk about matching gifts with your donors and proactively follow up.

Step 3: Streamline your verification processes.

Step 4: Continue to engage with match-eligible donors outside of solely matching gifts.

Now that you’re well-versed in what a positive donor journey looks like with matching gifts, feel free to share your newfound knowledge with your team. Go into it with enthusiasm and you’re sure to improve the donor journey in no time!

About Double the Donation

At Double the Donation, our mission is to help nonprofits increase fundraising from corporate giving programs. Our services make receiving matching gifts and volunteer grants quick and easy. By partnering with our expert team, nonprofit organizations can focus on what’s truly important: serving their core missions—whether that’s education, community enrichment, scientific research, or charitable giving. 

Regardless of your mission, our team of professionals and our robust matching gift platform will help you to improve the donor experience all-around.

Author: Adam Weinger

Adam Weinger is one of the leading experts on corporate giving programs.

He’s the president of Double the Donation, a company that helps organizations raise more money from employee matching gift and volunteer grant programs. The company partners with nonprofits of all shapes and sizes, including arts and cultural organizations, hospitals, educational institutions, and community-based organizations.

See how 360MatchPro can improve the donor journey with matching gifts!

Matching gift buy-in across your organization is crucial, and this guide can help you achieve it!

Matching Gift Buy-In: How to Spark Team-Wide Engagement

Generate more revenue and encourage matching gift buy-in with Double the Donation!

As more companies develop philanthropic giving initiatives, the buzz around matching gifts continues to grow and for good reason. For nonprofit organizations, every dollar counts, and matching gifts are a straightforward, easy way to skyrocket funds.

Once they get past the initial lack of knowledge, most nonprofit fundraisers have no issues getting donors motivated and submitting their matching gift requests. The real issue lies with getting your organization’s leadership and staff on board from the get-go.

Team members may not initially see the value of matching gifts. They may think their efforts are better spent elsewhere. But as you probably know, matching gifts are a goldmine and can truly add up with a proactive team (hence why you’re reading this). If you want to secure every last matching gift dollar possible, you need everyone on board and promoting matching gifts to donors. It’s up to you to clear the gap and build the momentum needed to generate team-wide engagement.

From leadership to staff, rallying up organization-wide support is crucial to fulfilling your matching gift potential. In this article, we’ll cover exactly what you need to accomplish this, from easy ways to educate your team on the process to data you can use to convey the importance of matching gifts. Together, we’ll create an end-to-end plan for securing your portion of the $4-7 billion in matching gift funds that goes unclaimed each year.

Here’s a guide for securing support for matching gifts across your organization:

  1. Getting Your Organization On Board with Matching Gifts
  2. Data to Share with Your Team
  3. Concluding Thoughts

Let’s get started!

Matching gift buy-in involves getting your organization on board with matching gifts.

Getting Your Organization On Board with Matching Gifts

Securing Leadership Support

Securing support is easier said than done, but without doing so, any outreach efforts will fall flat. You’ll see a small percentage of matches fulfilled at best. If you fall under this category, take a top-down approach by shifting your focus to leadership. 

In almost all cases, leadership buy-in is difficult to acquire. However, you need to get those who are in control to see the value of matching gifts. Attaining support from these powerful individuals gives you the momentum you need to get the entire organization motivated for matching gifts. This is because these individuals can advocate for matching gifts and quickly spread the word to their subordinates.

So this begs the question: how exactly do you secure leadership support?

Considering that many nonprofits are stuck at the mixed buy-in stage and often struggle to get full support, building momentum takes a targeted, proactive approach. Here are great starting points for honing in on high-powered individuals within your organization:

Leverage internal data.

Instead of simply talking about the difference matching gifts can make, show them. Humans are visual learners; they prefer to see the potential instead of relying on verbal promises. 

In an eye-catching format, display the following organization-specific data:

  • Amount of Match-Eligible Donations vs. Actual Submitted Matches
  • Total Revenue Raised from Matched Donations
  • Number of Donors who Work for Companies that Offer Matching Gifts

A visual format is much more engaging than straight statistics—no matter how impressive those numbers may be. Double the Donation offers a great format for displaying key data points in a visually-engaging way. Below, you’ll see an example of what a customer would see when logging into the Double the Donation platform. Notice how it presents the data in an easy-to-understand and concise way with visuals that physically show matching gift growth over time:

Use visuals to present data to boost matching gift buy-in across your organization.

This is just a fraction of the data you should be sharing with your leadership. Jump ahead to see additional types of key data points that can help you illustrate your matching gift potential.

Spend time thinking about matching gifts.

If you’re concerned with the amount of time needed to develop a matching gift strategy, start small. The amount of time necessary for optimizing your strategy is minuscule compared to the amount of matching gifts you could be receiving. All it takes is 3 hours a month.

Matching gifts are not a one-and-done sort of deal. Rather, you need to constantly develop your strategy. Each month, return to these core components, and add on as you see fit:

  • Which donors are eligible but haven’t submitted their matches yet? Reach out and drive these matches to completion.
  • What are the top companies where your donors work that don’t have matching gift programs? Initiate a conversation with them.
  • How can you foster deeper relationships with companies that have several donors who have submitted matching gifts to your organization? 

Once you’ve fallen into a routine of consistently evaluating and improving your strategy, urge your leadership to do the same. The more time you spend thinking about matching gifts, the more refined and effective your strategies will be.

Have meetings with leadership.

15-minute-long meetings are all you need to get your message across. By respecting leadership’s time, they’ll be much more likely to line up a meeting in the first place, even if they’re uncertain or misinformed about your organization’s matching gift potential.

However, you have to make sure you effectively convey your message and generate a sense of urgency in that limited time period. After all, they’re taking time out of their busy days to meet with you, so make it count. 

When planning for these meetings, take an education-based approach, because chances are, your leadership has minimal (if any) knowledge of matching gifts. Develop a presentation that spells out the basics and then looks at the long-term influence and expectations for your own organization. You’ll want to prepare actionable talking points to facilitate effective conversations.

For example, what’s your organization’s existing matching gift revenue compared to its true matching gift potential? Leverage the idea that between 5-10% of individual contributions are matching gift eligible, meaning you can substantially stretch donors’ dollars and improve retention. You can also use what other organizations are doing as a benchmark. This can help you make the case for matching gifts, from a best practice standpoint. Ultimately, you should harp on the benefits of matching gifts, so you can rally up support sooner rather than later.

After completing the initial one-on-one meetings, join quarterly meetings to keep the conversation going. You can provide updates on impact and matching gift growth within your nonprofit. Then, lead into ways your leadership (and organization as a whole) can improve its efforts. This could be anything from developing your marketing strategy to improving data collection. 

For instance, a great way to convey growth is by identifying top matching gift opportunities in addition to incomplete matches, and then tallying up the total amount of revenue. Numbers speak volumes and can serve as an effective incentive for pursuing these opportunities.

Numbers speak volumes when it comes to increasing matching gift buy-in at your nonprofit.

Securing Staff Support

Once you have leadership on board, you can transition your efforts to target the entire staff. Fostering a culture and mindset of matching gifts throughout your organization requires time and effort, but the results are undoubtedly worth it. 

Leadership will need to take a proactive approach when spreading the word to team members. Otherwise, you won’t build enough momentum to fulfill your potential.

Start by determining which specific staff roles to target in order to build momentum around matching gifts. Then, you can build your efforts out from there. Depending on your approach, tailor your efforts to target:

  • Individuals Heading Campaigns and Events. Present the potential matching gift revenue you’re facing with specific fundraisers. This way, they’ll be sure to advertise matching gifts across their communications with attendees.
  • The Finance Team. To maintain accurate data, your finance team will need to track and report on matching gifts. From the total matching gift revenue to match-eligible companies within your system, you can pinpoint areas where you’re falling short with your finance team’s assistance. Read on to learn about KPIs they should track.
  • The Marketing Team. Marketing matching gifts across all communications maximizes visibility. Your marketing team is consistently conducting outreach, so ensure that those individuals are aware of the benefits that come with matching gifts. From direct mail to emails to social media, they’ll be much more likely to incorporate effective appeals in their outreach to donors when they understand the potential benefits.

As with any strategy, tailor your approach to your own organization’s structure and needs. For instance, higher education institutions will need their advancement team on board while some nonprofits may need support from their IT team.

By getting these individuals motivated for corporate giving, you’ll at least begin to generate some buzz around matching gifts. Let’s take a look at specific strategies for doing so:

Educate them via resources.

Creating resources on matching gifts can generate long-term value for your organization. Better yet, save some time by using these resources developed by the experts at Double the Donation.

You can disperse these throughout your organization to quickly spread the word. When you put the information right in front of staff, they’ll be more likely to engage than if you urged them to conduct their own research. Plus, when they’re well-versed on the ins-and-outs of matching gifts, they’ll be able to answer any questions donors may have.

Incorporate matching gifts into onboarding.

As you refine your strategies, begin training new employees on the matching gift process. This way, they’ll be educated from the get-go. Refresh your memory and feel free to share the following steps with your team as an introduction to the process:

Familiarize your staff with the matching gift process to boost matching gift buy-in at your nonprofit.

Depending on your own organization, here are just a few options for getting staff members up-to-speed on matching gifts:

  • One-Pagers. Explain the process of matching gifts and display some key data to drive your points home. This gives new employees (as well as current ones) a document to reference throughout their time at your organization.
  • Calls or Meetings. Speaking one-on-one allows staff members to ask any questions they may have. Make sure you (or whoever is conducting the training) is well-versed on matching gifts prior to the call or meeting.
  • Webinars. Some individuals learn better with a hybrid approach. That is, they prefer presentations that are accompanied by visuals. A webinar is a great way to reach these team members and ensure they’re confident in their matching gift knowledge.

The above are only a few suggestions for adding matching gifts to your training. Adjust your approach depending on the team members to produce the greatest results.

Remember, educating staff is only half the battle. The other half is ensuring they implement the best practices. By developing specific matching gift training, you can accomplish both of these crucial tasks as quickly as possible.

Improving the Process

As you’ve learned, developing an effective strategy is not a one-and-done deal. Rather, it’s an ongoing process. As time passes, you’ll need to refine your efforts in order to acquire optimal results and maintain support. To aid you in the process, consider the following key ideas:

Create a matching gift team.

One of the best ways to generate support is to give individuals personal responsibility in growing your strategies. Instead of relying on every individual to develop their own approach, assign specific individuals to a matching gift team. The more individuals you get involved, the greater the opportunities. You’ll gain a range of perspectives and can optimize your approach to the fullest extent. 

However, don’t overload the team with too many members. Rather, take representatives from across the entire organization and consolidate them into one group. Then, task them with the following responsibilities:

  • Develop a matching gift plan.
  • Determine a budget for matching gift outreach.
  • Evaluate marketing opportunities.
  • Determine information to provide to donors.
  • Evaluate reported metrics.

These are just a handful of the responsibilities you should assign to your matching gift team and should serve as a great starting point. As your experience grows, allow the team to adapt its approach. Encouraging select team members to become experts in matching gifts helps you extend your reach in as little time as possible.

Standardize the process organization-wide.

Your organization’s structure plays a crucial role when creating buy-in. The larger your organization, the more difficult it becomes to get and keep everyone engaged—especially when you’re dealing with multiple chapters.

To start, decide on the process you wish to use. Then, reach out to staff to implement the plan across the board. This ensures there are no gaps in your strategies. To advance your efforts, present matching gifts as an untapped revenue source from donations you’re already receiving.

Share data with your team to increase matching gift buy-in at your nonprofit.

Data to Share With Your Team

Nothing speaks louder than numbers. Presenting the benefits of matching gifts may not be enough to get staff and leadership on board unless you have data to back up your claims. Let’s take a look at some of the data you can share with your team in order to get them on board with matching gifts.

General Matching Gift Data

As you get started developing your strategy, you may not be tracking organization-specific data. While specific KPIs will make the largest impact, you can illustrate the bigger picture with general data.

Put the following statistics in front of team members to shed light on the untapped potential that matching gifts present:

Key Matching Gift Statistics

Put these statistics in front of team members to shed light on the untapped potential that matching gifts present, so you can achieve matching gift buy-in.

Promoting Matching Gifts

Matching gift buy-in statistic: Sending matching gift reminder emails within 24 hours of a donation results in a 53% open rate, and using multiple approaches to identify match-eligible donors results in 77% more identified match-eligible donations.

Data Nonprofits Should Consider

Sure, the above statistics are great for conveying the bigger picture of matching gifts, but what about your own organization? What do you stand to gain? How can you pinpoint exact numbers when you’re unsure of where to start?

When refining your strategies, there is a variety of data you should track. Track these 8 key metrics and put them in front of your team to create buy-in:

  1. The number of matching donations
  2. Total revenue raised from matched donations
  3. The number of match-eligible donors from this year who did not submit
  4. The value of the matching gifts for this year’s donors who did not submit
  5. The number of match-eligible donors from last year who did not submit
  6. The value of the matching gifts for last year’s donors who did not submit
  7. Percentage of donations that included matched donations
  8. Percentage of total revenue raised from matched donations

No matter where you are in building your processes, data can help you build a case for increasing your organization’s focus on matching gifts. With overviews of your data, your organization will quickly be able to see where you’re succeeding and where you have room for improvement. 

Conveying the significance of matching gifts can be difficult, but displaying specific data (especially in a visual format) may be just what you need to get leadership on board. 

Pro Tip: Tracking data can be difficult, but you need to know where you currently stand in order to optimize your strategies. Use software like 360MatchPro to automate the process.

These are our concluding thoughts on how to create buy-in for matching gifts.

Concluding Thoughts

We hope that you’ve found the information within this guide insightful and helpful in creating buy-in for matching gifts. Corporate giving—matching gifts especially—represents a major revenue opportunity for organizations. The point that defines success is whether or not you ignite organization-wide motivation. 

Sparking team-wide engagement is no easy feat, though. Many nonprofit professionals don’t quite see its value and may even consider it a waste of time due to wide-spread misinformation. Because of this, advocating for a cultural shift in mindset to matching gifts requires a hands-on plan of attack. 

Whether you take a top-down approach or a bottom-up approach, make sure you’re emphasizing the benefits of matching gifts, made easier with data. By expressing enthusiasm and leveraging the tips presented in this guide, you’ll start to gain traction and boost awareness across your organization. With a bit of persistence, you’ll generate the support you need to maximize your revenue potential in no time!

About Double the Donation

At Double the Donation, our mission is to help nonprofits increase fundraising from corporate giving programs. Our services make receiving matching gifts and volunteer grants quick and easy. By partnering with our expert team, nonprofit organizations can focus on what’s truly important: serving their core missions—whether that’s education, community enrichment, scientific research, or charitable giving. 

Author: Adam Weinger

Adam Weinger is one of the leading experts on corporate giving programs.

He’s the president of Double the Donation, a company that helps organizations raise more money from employee matching gift and volunteer grant programs. The company partners with nonprofits of all shapes and sizes, including arts and cultural organizations, hospitals, educational institutions, and community-based organizations.

Generate more revenue and encourage matching gift buy-in with Double the Donation!